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Kayla Van Horn, Private Wealth Advisor serving the Portland, OR area - Ameriprise Advisors

Kayla Van Horn

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Wealth Strategy Partners

An Ameriprise Private Wealth Advisor

12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Sustainable and Responsible Investing
  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life and Health Insurance License

Education

  • Bachelor of Arts in Finance, Linfield University, McMinnville, Oregon

Awards & recognition

  • Five Star Wealth Manager, 2020, 2021, 2023, & 2024
  • Wealth Strategy Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

Interests

Spending time with friends and family, especially with husband, Andrew.

Snowboarding

Dahlias

Honored to receive recognition

I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.